+140.3%
UTHR vs VOO
+81.6%
+58.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.2% | +2.0% |
| 7D | +3.0% | -0.4% | +3.4% | +3.1% |
| 30D | -4.3% | -1.4% | -2.9% | -3.8% |
| 3M | -8.4% | +3.7% | -12.1% | -9.9% |
| 6M | -4.2% | +13.0% | -17.3% | -9.3% |
| YTD | +4.0% | +12.4% | -8.4% | -1.2% |
| 1Y | +25.5% | +18.6% | +6.9% | +16.4% |
| 3Y | +125.1% | +78.1% | +47.1% | +74.1% |
| 5Y | +140.3% | +82.3% | +58.1% | +85.6% |
| All | +140.3% | +81.6% | +58.8% | +85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling